Upgrading Your Plan

Upgrade your AutoSeq plan when you need more execution capacity, advanced features, or better support.

When to Upgrade

You're Hitting Your Execution Limit

Signs it's time to upgrade:

• Consistently using 90%+ of your monthly limit
• Receiving "approaching limit" email warnings every month
• Having to pause valuable workflows to stay under limit
• Workflows pausing due to exceeding cap

Recommended action: Upgrade to the next tier before you hit 100% of your current limit.

You Need Advanced Features

Feature-based upgrade triggers:

• Need rotation analytics (requires Starter or higher)
• Want performance insights (requires Professional)
• Need multiple workspaces (requires Starter or higher)
• Want more than 3 team members per workspace (requires Starter or higher)
• Need SLA guarantees (requires Professional)

Your Team is Growing

Growth indicators:

• Hired 2+ new sales reps
• Expanding to new markets or products
• Launching new lead generation campaigns
• Increasing inbound volume month-over-month

You Need Better Support

Support-based reasons to upgrade:

• Need faster response times (Priority support on Starter)
• Want dedicated account manager (Professional)
• Require onboarding assistance (Professional includes onboarding call)

How to Upgrade

Step-by-Step Upgrade Process

1. Log into AutoSeq
2. Go to Settings → Billing
3. Click "Upgrade Plan" button
4. Choose your new plan:
   • Free → Starter ($49/month)
   • Free → Professional ($149/month)
   • Starter → Professional ($149/month)
5. Review plan comparison (executions, features, price)
6. Click "Continue to Payment"
7. Enter payment information (if first paid plan)
   • Credit/debit card details
   • Billing address
   • Company name (optional)
8. Review and confirm
   • Check prorated amount (if mid-cycle)
   • Verify new execution limit
   • Read terms of service
9. Click "Confirm Upgrade"
10. Wait for confirmation (usually instant)

What happens immediately:

• ✅ Execution limit increases
• ✅ New features unlock
• ✅ Paused workflows resume (if applicable)
• ✅ Confirmation email sent
• ✅ Receipt emailed for payment

Pricing & Billing Details

Prorated Billing (Mid-Cycle Upgrades)

If you upgrade in the middle of your billing period, you pay a prorated amount:

How it works:

1. Calculate days remaining in current billing cycle
2. Calculate prorated cost of new plan for those days
3. Subtract any credit from current plan (if applicable)
4. Charge the difference immediately
5. Next billing cycle starts on your original billing date at full price

Example 1: Free → Starter Mid-Month

• Current plan: Free ($0/month)
• New plan: Starter ($49/month)
• Days remaining in cycle: 15 out of 30
• Prorated charge: $49 × (15/30) = $24.50 today
• Next month: Full $49/month charge

Example 2: Starter → Professional Mid-Month

• Current plan: Starter ($49/month)
• New plan: Professional ($149/month)
• Already paid $49 for this month
• Days remaining: 20 out of 30
• Prorated difference: ($149 - $49) × (20/30) = $66.67 today
• Next month: Full $149/month charge

Billing Cycle After Upgrade

Your billing date does NOT change when you upgrade:

• If you subscribed on the 15th, you'll always bill on the 15th
• Execution limits reset on the 15th of each month
• Upgrading on the 22nd doesn't change your billing date to the 22nd

Execution Count After Upgrade

Current Month's Usage Carries Over

When you upgrade, your current usage count does NOT reset:

Example:

• You're on Free plan (25 executions/month)
• You've used 23 executions so far this month
• You upgrade to Starter (500 executions/month)
• Your usage becomes: 23 / 500
• You have 477 executions remaining for the rest of the month
• On your billing renewal date, it resets to 0 / 500

Paused Workflows Resume

If your workflows were paused due to hitting your limit:

• They automatically resume within 5 minutes of upgrading
• Contacts who triggered workflows during the pause will NOT be enrolled retroactively
• Only new workflow triggers after upgrade will work

Important: You may have "lost" enrollments during the pause period. Upgrade before hitting your limit to avoid this.

Features That Unlock on Upgrade

Free → Starter

What you gain:

• ✅ 475 additional executions (25 → 500)
• ✅ Rotation analytics and distribution charts
• ✅ Advanced execution analytics
• ✅ Unlimited workspaces (was limited to 1)
• ✅ Unlimited team members per workspace (was limited to 3)
• ✅ Priority email support (faster responses)
• ✅ Export data to CSV

Starter → Professional

What you gain:

• ✅ 1,500 additional executions (500 → 2,000)
• ✅ Performance insights dashboard
• ✅ Dedicated support (not shared queue)
• ✅ 99.9% SLA guarantee
• ✅ Onboarding call with success team
• ✅ Custom execution limits available (contact sales)

Feature Availability Timeline

Most features unlock instantly, but some require action:

Payment Methods

Accepted Payment Methods

• 💳 Credit Cards: Visa, MasterCard, American Express, Discover
• 💳 Debit Cards: All major banks
• 🏦 ACH (Professional only): US bank accounts

Updating Payment Method

To change your card:

1. Go to Settings → Billing
2. Click "Update Payment Method"
3. Enter new card details
4. Click "Save"
5. New card will be used for next billing cycle

Troubleshooting Upgrade Issues

Payment Declined

Problem: Upgrade fails with "Payment declined" error

Solutions:

1. Verify card has sufficient funds
2. Check card hasn't expired
3. Confirm billing address matches card
4. Try a different card
5. Contact your bank (may be flagged as fraud)
6. Try ACH payment if on Professional plan

Limit Not Updating After Upgrade

Problem: Paid for upgrade but limit still shows old plan

Solutions:

1. Refresh the page (Cmd+R or Ctrl+R)
2. Log out and log back in
3. Check Settings → Billing to verify upgrade succeeded
4. Check your email for payment receipt
5. If payment went through but limit didn't update, contact support

Charged Wrong Amount

Problem: Charge doesn't match expected prorated amount

Solutions:

1. Check the receipt email for itemized breakdown
2. Verify days remaining in billing cycle
3. Check if there were any credits or discounts applied
4. Contact support with receipt if amount seems incorrect

Can You Downgrade?

Yes, you can downgrade to a lower plan:

Downgrade Process

1. Go to Settings → Billing
2. Click "Change Plan"
3. Select lower tier
4. Confirm downgrade

What happens:

• Downgrade takes effect at END of current billing period
• You keep current plan features until then
• No refund for unused days
• On next billing date, new lower tier activates

Example:

• You're on Professional ($149/month), renews on the 10th
• Today is the 5th, you request downgrade to Starter
• You keep Professional features until the 10th
• On the 10th, plan changes to Starter ($49/month)
• You're charged $49 on the 10th (not $149)

Upgrade Best Practices

Upgrade Proactively

• Don't wait until you hit your limit
• Upgrade when you consistently hit 80% of capacity
• Plan upgrades during low-activity periods (not during campaigns)

Budget for Growth

• If hiring sales reps, budget for AutoSeq upgrade too
• Review usage trends monthly to predict when upgrade is needed
• Get manager approval ahead of time for planned upgrades

Test Features on Trial

• Use the Free plan as your "trial period"
• Make sure AutoSeq works for your use case
• Then upgrade with confidence

Consider Annual Billing (When Available)

Once annual billing launches:

• Save 20% vs. monthly billing
• Lock in current pricing
• Simplify budgeting (one annual charge)

Related Pages

• Plans & Pricing
• Usage Tracking
• Managing Billing
• Billing FAQs